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Order Product Totals RRS feed

  • Question

  • Hi,

    I want to be able to run a report that looks up all order products & quantities for a give period of time.

    If had a look around via Advanced Find as well as look at existing reports but cant seem to find anything.

    What would be the best approach to this?

    Thanks in advance

    Sunday, May 12, 2013 6:04 AM

Answers

All replies

  • Hi,

    Create a report on the order product entity.

    Then add the required columns.

    To set the dates for you given period you could use the below conditions for example:

    This newly created report could help you.



    My Weblog | My Website

    Sunday, May 12, 2013 6:33 AM
    Moderator
  • Thanks for taking the effort to respond Payman,

    That worked

    however i was wondering how the data/report could show just the total quantity of each item?

    for example Order 1 has product a quantity 2,  Order 2 has product a quantity 2 & Order 3 has product a quantity 2.

    I was hoping the view would just show product a with a quantity of 6.

    currently it is showing 3 lines with each order.

    I did try grouping but this adds a ugly section that still shows individual items under the total.

    I just want to see data appear like the standard Order section.

    Thanks again

    Wednesday, May 15, 2013 5:42 AM
  • At the above mentioned reply in picture 1, at the top of the layout you see a grouping. Group the products based on the the existing product. Then, at the columns section select the data summary as sum.


    My Weblog | My Website

    Wednesday, May 15, 2013 6:03 AM
    Moderator
  • Hi Payman,

    how can I just show product totals only?

    currently we are seeing

    product a

    order 10 quantity 2

    order 48 quantity 4

    Summary quantity 6

    Wednesday, June 12, 2013 12:52 PM
  • that didn't work unfortunately.

    its like we need to hide or collapse the detail

    other problem is that product group only has a summary option of count & not sum

    a couple of my attempts

    Thursday, June 13, 2013 7:43 AM
  • what I really need is something like this

    Thursday, June 13, 2013 7:44 AM
  • Hi tango2310,

    did u tried what payman suggested? you need to mark the column's data as sum!


    VidhiyaM

    Thursday, June 13, 2013 7:54 AM
  • Hi,

    yes I did & the outcome was the image to the right

    Thursday, June 13, 2013 8:04 AM
  • Instead of working with the Report Wizard, I'd recommend trying charts and dashboards instead. Although by default there's no navigation item available to give you access to a view of Order Products, you can still present these as components on a dashboard.

    In the example below, I've got a simple custom chart created for the Order Product entity that lists the quantity per Existing Product. You can also adjust the filters by making the chart view adjustable on the dashboard.



    Jukka Niiranen - My blog: Surviving CRM - Follow @jukkan on Twitter

    • Proposed as answer by Jukka NiiranenMVP Thursday, June 13, 2013 6:41 PM
    • Unproposed as answer by tango2310 Friday, June 14, 2013 2:00 AM
    Thursday, June 13, 2013 6:40 PM
  • Thanks for your response I do need to print this as a report. I can't believe this is such an issue.
    Friday, June 14, 2013 2:00 AM